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Disclosery

Lantz Financial LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantz Financial LLC on BMY, newest first. How the timeline and the estimate are built.

Lantz Financial LLC held 12,833 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,833 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $739,413.

    13F-HR 0001766883-26-000009 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,832 shares
    Change vs previous 13F +796 shares

    0.16% of the 13F portfolio, value $778,249.

    13F-HR 0001766883-26-000005 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,036 shares
    Change vs previous 13F +2,901 shares

    0.14% of the 13F portfolio, value $649,243.

    13F-HR 0001766883-26-000002 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,135 shares
    Change vs previous 13F +1,198 shares

    0.09% of the 13F portfolio, value $411,984.

    13F-HR 0001766883-25-000008 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,937 shares
    Change vs previous 13F -5,621 shares

    0.09% of the 13F portfolio, value $367,425.

    13F-HR 0001085146-25-003738 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,558 shares
    Change vs previous 13F -723 shares

    0.23% of the 13F portfolio, value $826,930.

    13F-HR 0001085146-25-001925 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,281 shares
    Change vs previous 13F -545 shares

    0.22% of the 13F portfolio, value $807,759.

    13F-HR 0001085146-25-000377 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,826 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $767,121.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).